A planned gift is made through a separate legal instrument that is often deferred until a future date. The first way that usually comes to mind is through a bequest (will), but other methods of planned giving include assets, charitable gift annuities, charitable remainder trusts, charitable lead trusts, retirement plans and life insurance policies. They can offer financial benefits throug income and estate tax savings and arrangements that provide lifetime income. For additional information about planned giving, visit LMU's Planned Giving website.
Many corporations match the charitable gifts of their employees. This is a great way to maximize the impact of your gift! Check with your employer to obtain matching gift forms that you can send in with your LMU gift.
Gifts of marketable securities may be an attractive option for donors who have appreciated stock. Donors may be able to claim the market value of the security as a charitable contribution and avoid paying taxes on capital gains.
A gift-in-kind is tangible personal property such as land, books, coins, etc. All donations received are required to have a receipt/valuation/memo listing the fair market value (FMV) of the donation. As a general rule, only gifts that further the work of departments and programs at the University can be accepted.
Phone: 423.869.7072 or 800.325.0900, ext. 7072
Lincoln Memorial University
Cumberland Gap Parkway
P.O. Box 2005
Harrogate, TN 37752